When you think of Binders, you think of 3-ring binders packed full of paperwork. That is why we named our form-binding function a BINDER. It takes forms that belong to a single workflow, like contracting, and keeps all of them “grouped” into a single binder. You no longer have to hunt for all the forms you need – just organize them in a binder.

Just as there might be reasons for keeping some forms together, there may also be reasons for NOT keeping them in a binder. So here are some things to consider for using binders:

DO use binders to group multiple forms that are part of the same workflow. This ensures the TASK-BASED data is all in one location

DO use more than one binder if it makes sense for your workflows, business rules, and operational processes.

DO NOT use binders to group all your forms for the entire season. Putting too many forms in one binder is like taking everything on the top of your desk and shoving it into a drawer. It might have cleaned your desk off, but the information is no better organized for easier access than when it was lying on your desk

Looking forward to 2021, worklists and binders will get a BOOST when we release our FORM WIZARD technology. If your workflows are too complicated for forms, worklists, and binders alone but you still want to keep things easy for users – keep an eye out for WIZARDS. This technology will provide an easy user interface for complex data collection workflows that will walk your users through the data collection process ensuring access to the right form, right asset, and right tasks in the simplest way possible.

With so many ways to organize, automate, and manage work in CropTrak, you may want some guidance on what is best for your operation. We are always here to help. So, feel free to contact us to learn more about how our newest features can help improve your future seasons.

Click here for more information on using Binders with Worklists.

Click here for more information on creating Binder Templates in Worklists.